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Heritage Place Phase Iii Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Housing, Shelter / Senior Citizens' Housing/Retirement Communities (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$259k (2024)

Expenses
$330k (2024)

Total Assets
$2.39M (2024)

Total Liabilities
$33.9k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings and Audits by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Audits are required to be submitted by nonprofit organizations that spend $750,000 or more in federal grant money in a fiscal year. "Single audits" look at the entire organization's finances and compliance, while other audits are program specific. Nonprofit Explorer has PDFs of audits for some nonprofits for fiscal year 2015 and later. Audit data is from the Federal Audit Clearinghouse.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$259,454
Expenses
$330,492
Net Income
-$71,038
Net Assets
$2,353,333
Notable Sources of Revenue Percent of Total Revenue
Contributions $145,519
56.1%
Program Services $107,393
41.4%
Investment Income $6,542
2.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $86,316
26.1%
Assets/Debt
Total Assets $2,387,263
Total Liabilities $33,930
Net Assets $2,353,333
Compensation
Key Employees and Officers Compensation Related Other
Ann Johnson (Executive Dir.) $0 $153,066 $21,242
Ann Farrar (Director) $0 $0 $0
Sarah Mclain (Secretary) $0 $0 $0
Mike Wilson (Treasurer) $0 $0 $0
David Bobbitt (Director) $0 $0 $0
Rod Colwell (Director) $0 $0 $0
Dr Don Chisholm (President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$382,789
Expenses
$317,855
Net Income
$64,934
Net Assets
$2,424,371
Notable Sources of Revenue Percent of Total Revenue
Contributions $277,253
72.4%
Program Services $102,616
26.8%
Investment Income $2,920
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $82,196
25.9%
Assets/Debt
Total Assets $2,442,794
Total Liabilities $18,423
Net Assets $2,424,371
Compensation
Key Employees and Officers Compensation Related Other
Ann Johnson (Executive Dir.) $0 $144,001 $13,686
Sarah Mclain (Secretary) $0 $0 $0
Ann Farrar (Director) $0 $0 $0
Suzanne Sutton Metzger (Director) $0 $0 $0
Tony Berns (Director) $0 $0 $0
Mike Wilson (Treasurer) $0 $0 $0
David Bobbitt (Director) $0 $0 $0
Rod Colwell (President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$133,388
Expenses
$217,841
Net Income
-$84,453
Net Assets
$2,363,520
Notable Sources of Revenue Percent of Total Revenue
Contributions $40,314
30.2%
Program Services $92,655
69.5%
Investment Income $419
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $39,380
18.1%
Assets/Debt
Total Assets $2,405,230
Total Liabilities $41,710
Net Assets $2,363,520
Compensation
Key Employees and Officers Compensation Related Other
Rod Colwell (President) $0 $0 $0
Doug Elliott (Vice President) $0 $0 $0
Mike Wilson (Treasurer) $0 $0 $0
Linda Scharnhorst (Director) $0 $0 $0
David Bobbitt (Director) $0 $0 $0
Kathy Helbling (Director) $0 $0 $0
Suzanne Sutton Metzger (Director) $0 $0 $0
Ann Johnson (Executive Director) $0 $129,027 $6,585

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$141,022
Expenses
$209,836
Net Income
-$68,814
Net Assets
$2,447,973
Notable Sources of Revenue Percent of Total Revenue
Contributions $42,819
30.4%
Program Services $97,859
69.4%
Investment Income $344
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,475,342
Total Liabilities $27,369
Net Assets $2,447,973
Compensation
Key Employees and Officers Compensation Related Other
Ann Johnson (Executive Director) $0 $128,538 $11,990
Mark Jackson (Secretary) $0 $0 $0
Doug Elliot (President) $0 $0 $0
Suzanne Sutton Metzger (Director) $0 $0 $0
Tony Berns (Director) $0 $0 $0
Jody Azevedo (Director) $0 $0 $0
Mike Wilson (Treasurer) $0 $0 $0
David Bobbitt (Director) $0 $0 $0
John Swallow (Director) $0 $0 $0
Jamie Cervie Skinner (Director) $0 $0 $0
Dr Don Chisholm (Director) $0 $0 $0
Rod Colwell (Vice President) $0 $0 $0
Warren Bakes (Director) $0 $0 $0
Linda Scharnhorst (Director) $0 $0 $0
Kathy Helbling (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$137,860
Expenses
$234,509
Net Income
-$96,649
Net Assets
$2,516,787
Notable Sources of Revenue Percent of Total Revenue
Contributions $44,621
32.4%
Program Services $92,575
67.2%
Investment Income $664
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,543,040
Total Liabilities $26,253
Net Assets $2,516,787
Compensation
Key Employees and Officers Compensation Related Other
Ann Johnson (Executive Dir.) $0 $137,830 $8,621
Mark Jackson (Secretary) $0 $0 $0
Doug Elliot (Vice President) $0 $0 $0
Pamela Arnold (Director) $0 $0 $0
Tony Berns (Director) $0 $0 $0
Ginny Tate (Director) $0 $0 $0
Mike Wilson (Treasurer) $0 $0 $0
David Bobbitt (Director) $0 $0 $0
John Swallow (Director) $0 $0 $0
Amy Boni (Director) $0 $0 $0
Kay Nelson (Director) $0 $0 $0
Rod Colwell (Director) $0 $0 $0
Rochelle Wineinger (Director) $0 $0 $0
Warren Bakes (Director) $0 $0 $0
Linda Scharnhorst (President) $0 $0 $0
Kathy Helbling (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$133,416
Expenses
$198,879
Net Income
-$65,463
Net Assets
$2,613,436
Notable Sources of Revenue Percent of Total Revenue
Contributions $45,309
34.0%
Program Services $87,095
65.3%
Investment Income $1,012
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $36,868
18.5%
Assets/Debt
Total Assets $2,630,441
Total Liabilities $17,005
Net Assets $2,613,436
Compensation
Key Employees and Officers Compensation Related Other
Ann Johnson (Executive Dir.) $0 $106,583 $8,806
Mark Jackson (Secretary) $0 $0 $0
Doug Elliot (Vice President) $0 $0 $0
Pamela Arnold (Director) $0 $0 $0
Tony Berns (Director) $0 $0 $0
Mark Fisher (Director) $0 $0 $0
Benjamin Widmyer (Treasurer) $0 $0 $0
Kay Nelson (Director) $0 $0 $0
Rod Colwell (Director) $0 $0 $0
Rochelle Wineinger (Director) $0 $0 $0
Warren Bakes (Director) $0 $0 $0
Linda Scharnhorst (President) $0 $0 $0
Kathy Helbling (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$120,104
Expenses
$196,211
Net Income
-$76,107
Net Assets
$2,678,899
Notable Sources of Revenue Percent of Total Revenue
Contributions $35,339
29.4%
Program Services $84,224
70.1%
Investment Income $541
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $34,525
17.6%
Assets/Debt
Total Assets $2,696,674
Total Liabilities $17,775
Net Assets $2,678,899
Compensation
Key Employees and Officers Compensation Related Other
Dr David Wold (Director) $0 $0 $0
Doug Elliot (Director) $0 $0 $0
Keith Taylor (Treasurer) $0 $0 $0
Tony Berns (Director) $0 $0 $0
Mark Fisher (Director) $0 $0 $0
Shelley Romine (President) $0 $0 $0
Benjamin Widmyer (Director) $0 $0 $0
Luke Russell (Director) $0 $0 $0
Mary Morrow (Director) $0 $0 $0
Rochelle Wineinger (Secretary) $0 $0 $0
Warren Bakes (Director) $0 $0 $0
Linda Scharnhorst (Vice President) $0 $0 $0
Kathy Helbling (Director) $0 $0 $0
Ann Johnson (Executive Dir.) $0 $110,411 $18,695

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$122,322
Expenses
$209,164
Net Income
-$86,842
Net Assets
$2,755,006
Notable Sources of Revenue Percent of Total Revenue
Contributions $40,658
33.2%
Program Services $81,207
66.4%
Investment Income $457
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $32,972
15.8%
Assets/Debt
Total Assets $2,771,088
Total Liabilities $16,082
Net Assets $2,755,006
Compensation
Key Employees and Officers Compensation Related Other
Dr David Wold (Director) $0 $0 $0
Bradley Blodnick (Director) $0 $0 $0
Keith Taylor (Treasurer) $0 $0 $0
Kim Sitton (Secretary) $0 $0 $0
Gordon Longwell (Director) $0 $0 $0
Mark Fisher (Director) $0 $0 $0
Shelly Romine (Vice President) $0 $0 $0
Benjamin Widmyer (Director) $0 $0 $0
Brenda Zosel (President) $0 $0 $0
Luke Russell (Director) $0 $0 $0
Mary Morrow (Director) $0 $0 $0
Rochelle Wineinger (Director) $0 $0 $0
Warren Bakes (Director) $0 $0 $0
Linda Scharnhorst (Director) $0 $0 $0
Kathy Helbling (Director) $0 $0 $0
Ann Johnson (Executive Dir.) $0 $97,058 $9,316

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$122,585
Expenses
$197,982
Net Income
-$75,397
Net Assets
$2,841,848
Notable Sources of Revenue Percent of Total Revenue
Contributions $41,181
33.6%
Program Services $80,836
65.9%
Investment Income $568
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $29,268
14.8%
Assets/Debt
Total Assets $2,872,895
Total Liabilities $31,047
Net Assets $2,841,848
Compensation
Key Employees and Officers Compensation Related Other
Kelly Dionne (Director) $0 $0 $0
Bradley Blodnick (Secretary) $0 $0 $0
Arthur Flagan (Treasurer) $0 $0 $0
Mark Fisher (Director) $0 $0 $0
Shelly Romine (Vice President) $0 $0 $0
Benjamin Widmyer (Director) $0 $0 $0
Brenda Zosel (President) $0 $0 $0
Ann Johnson (Executive Dir.) $0 $97,548 $10,088

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$125,890
Expenses
$365,359
Net Income
-$239,469
Net Assets
$2,917,245
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $124,724
99.1%
Investment Income $1,166
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $29,118
8.0%
Assets/Debt
Total Assets $2,947,007
Total Liabilities $29,762
Net Assets $2,917,245
Compensation
Key Employees and Officers Compensation Related Other
Kelly Dionne (President) $0 $0 $0
Arthur Flagan (Treasurer) $0 $0 $0
Ralph Nelson (Director) $0 $0 $0
Mark Fisher (Director) $0 $0 $0
Shelly Romine (Secretary) $0 $0 $0
Benjamin Widmyer (Director) $0 $0 $0
Brenda Zosel (Vice President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$124,140
Expenses
$177,164
Net Income
-$53,024
Net Assets
$3,156,714
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $122,900
99.0%
Investment Income $1,240
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $17,258
9.7%
Assets/Debt
Total Assets $3,170,111
Total Liabilities $13,397
Net Assets $3,156,714

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$125,983
Expenses
$171,757
Net Income
-$45,774
Net Assets
$3,209,738
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $124,563
98.9%
Investment Income $1,420
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $21,168
12.3%
Assets/Debt
Total Assets $3,222,262
Total Liabilities $12,524
Net Assets $3,209,738

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$126,510
Expenses
$175,209
Net Income
-$48,699
Net Assets
$3,255,512
Notable Sources of Revenue Percent of Total Revenue
Contributions $47,088
37.2%
Program Services $77,937
61.6%
Investment Income $1,485
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $20,872
11.9%
Assets/Debt
Total Assets $3,267,475
Total Liabilities $11,963
Net Assets $3,255,512

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$127,810
Expenses
$179,265
Net Income
-$51,455
Net Assets
$3,304,211
Notable Sources of Revenue Percent of Total Revenue
Contributions $48,487
37.9%
Program Services $77,301
60.5%
Investment Income $2,022
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $22,005
12.3%
Assets/Debt
Total Assets $3,318,482
Total Liabilities $14,271
Net Assets $3,304,211

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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